SP Asset Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

SP Asset Management’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Buy	+2,252	New	+$226K	0.02%	128

Other funds holding SGOV

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

SP Asset Management's SGOV Position: Q2 2026 in Review

SP Asset Management opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 2,252 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #128 among its holdings.

699 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

SP Asset Management held 2,252 shares of iShares 0-3 Month Treasury Bond ETF worth $227K as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new SP Asset Management position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.02% of SP Asset Management's portfolio in Q2 2026, its #128 holding.
699 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on SP Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.